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Roslyn Heights, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-04-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&T Bank | Buffalo | NY | 08/2023 | Present |
| Credit Suisse | New York | NY | 06/2022 | 09/2022 |
| University Of Southern California Marshall School Of Business | Los Angeles | CA | 07/2021 | 05/2023 |
| Beech Avenue Dental | Flushing | NY | 02/2017 | 06/2021 |
| Ksk Dds Pc | Roslyn Heights | NY | 07/2015 | 01/2017 |
Firm Name: M&T Bank Address:345 Main Street Buffalo, NY 14203 Nature of Business: M&T Bank is a multi-regional financial institution based in Buffalo, NY. While segments of M&T involve investment management, I am not personally employed by the firm in this capacity. Position: Financial Analyst - Financial Planning & Analysis Group Titles: Financial Analyst Executive Associate Start Date: 08/06/2023 Commitment: 40 hours per week Description of Duties: As an analyst with the FP&A group at M&T Bank, I cover multiple segments of the firm's commercial bank including its capital markets, commercial credit and commercial risk business lines. I am responsible for producing an annual financial plan of each of these business units; moreover, I develop monthly forecasts and report prior period actual results.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-09 |
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